Good morning, traders…
In 2018, Google walked away from a Pentagon contract worth hundreds of millions of dollars.
Employees protested. The company issued a public statement about ethics in AI. They wanted nothing to do with defense work.
Six years later, they’re begging to come back.
Along with every other megacap tech company…
What changed? The Pentagon made it clear:
If American tech companies won’t build the future of defense, someone else will (hint: China).
Silicon Valley realized they were missing the biggest AI market on Earth.
Palantir Technologies Inc. (NASDAQ: PLTR) just reported that U.S. government contract revenue grew 66% in its latest earnings.
The stock is up 650%+ since 2024…
Anduril Industries (still private) is winning hundred-million-dollar contracts for autonomous surveillance systems and AI-powered defense platforms.
The defense budget is approaching $1 trillion for 2026, with proposals to reach $1.5 trillion in 2027.
That’s nearly $2.4 trillion over 22 months being allocated to companies that can deliver AI-first defense technology.
And that capital is JUST starting to hit the markets.
The game has fundamentally changed…
Defense isn’t a dirty word anymore.
It’s the biggest AI market on Earth…
The Huge % Gains No One Is Talking About
Mercury Systems Inc. (NASDAQ: MRCY) jumped 37% in less than a month after the new defense budget announcement.
Redwire Corporation (NYSE: RDW) secured a $151 billion contract and the stock doubled, briefly tripling on the news.
Redcat Holdings Inc. (NASDAQ: RDCT) surged 911% in 13 months after winning an Army drone contract.
These moves are just the tip of the iceberg. The $2.4 trillion spending surge hasn’t even hit full speed yet, and when it does, every analyst, fund manager, and retail investor will be hunting for the best defense plays.
Legacy contractors that built missiles and aircraft carriers are being told to prepare for Pentagon performance reviews.
The new winners are software companies.
And if you’re not leveraging AI to identify them in 2026, you may get left behind.
That’s exactly what Tim Bohen will cover in a live event this week.
Tim spent 20 years developing a manual swing trading system using spreadsheets and paper. Then he spent three years encoding that knowledge into IRIS 2.0, an AI that scores any stock on a 1-10 scale based on eight key traits from his most profitable trades.
How IRIS Picks Winners
When a stock scores 6.5 or above, that’s the buy signal.
And the system has already proven itself…
His 2025 defense picks using IRIS:
HEICO Corporation (NYSE: HEI): Entry $291.10 on May 28, 2025 → $361 peak (+24% in 7 months)
AeroVironment Inc. (NASDAQ: AVAV): Entry $270.01 on July 26, 2025 → $417 peak (+54% in 4 months)
Kratos Defense & Security Solutions Inc. (NASDAQ: KTOS): Entry $48 on July 10, 2025 → $134 peak (+179% in 6 months)
Tim designed IRIS for retail traders like you. He personally turned down an offer from a major stock market data provider who wanted to license his research for institutional clients. He kept it for individual investors instead.
The system removes emotion from trading. As legendary quant trader Jim Simons said: “Never override the computer.”
During the live event, Tim is walking through:
- How IRIS identifies defense AI stocks before mainstream investors catch on
- The three types of defense companies positioned to absorb the $2.4 trillion spending surge (and which type to avoid)
- His current top defense AI picks for 2026, scored live using the IRIS platform
- Why swing trading these setups gives you the freedom to wake up when you want, instead of staring at screens all day
Tim can’t guarantee how much longer they’re keeping the doors open to IRIS Analytics at this price, so if you’ve been waiting to see what his system can do, this is your chance.
Click Here To Join Tim When He Goes LIVE.
See you there,
Ben Sturgill
*Past performance does not indicate future results